Amy Oh
Taurus Capital Advisors · Lake Oswego, Oregon
Amy Oh is a fee-only financial advisor at Taurus Capital Advisors in Lake Oswego, Oregon, who holds the CFP credential. Taurus Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Amy →
Facts
| Firm | Taurus Capital Advisors |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $231.4M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 4649296 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tauruscap.com |
How Amy's firm compares
- Taurus Capital Advisors's average account is about $880,000, from its Form ADV (assets managed divided by 263 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
Is Amy Oh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Taurus Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Taurus Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Amy Oh based?
Amy Oh is based in Lake Oswego, Oregon.
What credentials does Amy Oh hold?
Amy Oh holds the CFP credential.
Is Amy Oh registered with the SEC?
Yes. Amy Oh is registered as an investment adviser representative in OR (CRD 4649296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taurus Capital Advisors manage?
Taurus Capital Advisors reports $231.4M across 263 accounts in assets under management.
How do I contact Amy Oh?
Through Amy's website, www.tauruscap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.